154. Profiting from Losses

154. Profiting from Losses

The market has shown some signs that it might be turning around, but we’ve seen quite a bit of up-and-down over the past few years. These fluctuations have created some nice gains at times for investors, but a lack of tax planning can keep you from maximizing your...
149. The Four Unique Risks in Decumulation

149. The Four Unique Risks in Decumulation

We spend most of our life saving and investing to accumulate as much wealth as possible before retirement, but there’s not nearly as much thought and research given to how you take that money out once you’re in retirement. Decumulation, in our mind, is one of the most...
144. What is Taxable Income and How Does it Work?

144. What is Taxable Income and How Does it Work?

It’s that time of the year where taxes become top of mind as people look through income over the past year to get their filing in order, but taxes need to be at the forefront of your financial planning throughout the year. The problem is tax planning isn’t simple. It...